See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,699 | $111,535-59.0% | $105,223-56.6% | $137,256-66.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 19.15% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,444 | $3,939-63.3% | $3,689-60.8% | $4,156-65.3% |
| Participant deferral / active EE | $11,152 | $5,500+102.8% | $5,072+119.9% | $6,407+74.1% |
| Admin fee / account holder | $277 | $9,721-97.1% | $8,859-96.9% | $12,270-97.7% |